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TradingKey 每日市场简报:AI基础设施扩张助力科技股走高

TradingKey2026年1月28日 01:00
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追踪市场趋势

TradingKey - 2026年1月27日,标普500指数上涨0.41%,收报6,979点。Nasdaq Composite上涨0.91%,报23,817点。

联合健康集团 (UNH) 下跌19.61%,至282.69美元。季度业绩显示营业利润大幅下滑,重组成本沉重,且2026年营收指引低于预期。该股领跌道琼斯工业平均指数。

微软 (MSFT) 在其财报发布前上涨逾2%。特斯拉 (TSLA) 下跌1%。美光科技 (MU) 在宣布了一项240亿美元的NAND生产扩张计划后上涨逾5%。康宁 (GLW) 股价大涨逾15%,此前与Meta Platforms (META) 签署了一项多年期光纤电缆供应协议。

CoreWeave走强,此前Nvidia (NVDA) 宣布了一项20亿美元的股权投资。该交易定价为每股87.20美元,巩固了Nvidia与这家AI基础设施公司的合作伙伴关系。有报道称,Nvidia的持股比例可能增至11%,并支持到2030年建设超过5吉瓦AI数据中心容量的计划,市场反应随之加速。德意志银行的评级上调进一步提振了情绪。

美元下跌逾1%,触及四年低位。这创下了自去年4月前总统特朗普宣布关税计划以来,美元录得的最剧烈四日跌幅。

比特币上涨逾2%,重回89,000美元上方。

受中东紧张局势再次升温推动,原油日内上涨逾3%。黄金在日内早些时候上涨逾3%后,连续第六个交易日创下历史新高。白银日内波动剧烈,但收盘持平。

市场头条

据报道,Anthropic 正在敲定一轮约 200 亿美元的新融资,这一规模是其最初目标的两倍,并将其估值推高至 3500 亿美元。估值的急剧上升凸显了机构对该公司日益浓厚的兴趣,该公司被视为 OpenAI 的主要竞争对手。投资者的热情源于 Anthropic 专注于企业的 AI 解决方案、稳定的领导团队以及其编程助手 Claude Code 的广泛应用。

康宁(Corning)股价在成交量放大的推动下飙升逾 19%,触及 2004 年以来的最高盘中水平。此次反弹源于有报道称,Meta Platforms 签署了一项价值高达 60 亿美元的多年度光纤供应协议。该合同为 Meta 的全球 AI 数据中心扩张计划确保了关键的光纤基础设施。这些光学器件将作为 AI 系统互连的主干,实现数千个 GPU 之间的近光速数据传输。康宁的产品将全面部署在 Meta 的两个下一代项目中:位于俄亥俄州的 1 吉瓦“普罗米修斯”(Prometheus)设施和位于路易斯安那州的 5 吉瓦“许珀里翁”(Hyperion)综合体。

在存储芯片市场,据韩国媒体报道,三星和 SK 海力士本季度大幅上调了向苹果公司销售的 DRAM 价格,较去年第四季度显著增加。供应给苹果公司的低功耗 DRAM 成本(AAPL)上涨了约 80% 至 100%,反映出供应链库存紧张。值得注意的是,通常以严格成本控制著称的苹果公司似乎已接受了此次涨价,这标志着议价动态的转变。随着今年晚些时候新 iPhone 的发布,后续可能还会有进一步的价格上涨。

美光(Micron)宣布了一项总额为 240 亿美元的长期投资计划,旨在未来十年内在新加坡建设一座新的 NAND 晶圆制造厂。该厂址将是对美光在该国现有制造基地的补充,旨在支持由 AI 工作负载驱动的不断增长的存储需求。这一消息是在该公司 2025 年初披露的 70 亿美元投资承诺的基础上提出的。

本内容经由 AI 翻译并经人工审阅,仅供参考与一般资讯用途,不构成投资建议。

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